Purchasing Allocation Field Names (Facility Specific)

Use the Customize Allocation Field Names to add user-defined fields to the purchasing control.

1.   Open the Administration Control by clicking the toolbar Administration button or using the menu Folder > Administration

2.   Click the Multi-Facility Setup Tab.

3.   Highlight a Facility and click Edit.

4.   Click the Purchasing Tab.

5.   Click Customize Allocation Field Names.

Customize Allocation Field Names

6.   Enter one or more Field Names.

•  In order to have the newly added field show up in purchasing, you must select the Active checkbox.

•  If you want to view the code instead of the description, click the Display Code option.

•  Choose PO Level if you want the allocation fields to apply to all line items on a PO. 

NOTE:  Subsequent line items will all default to the value(s) entered on the first line item and cannot be changed. 

7.   Click OK to save and return to the Purchasing screen